Your crypto should be secure & your wealth plan shouldn't ignore it.
Digital Wealth Partners brings institutional custody, active portfolio management, and coordinated financial planning together under one fiduciary roof. For individuals, families, and advisors who want digital assets managed properly.
Your Portfolio with One Coordinated Plan
Crypto Wealth Management
You want exposure to digital assets without it becoming a second job. We run model portfolios and separately managed accounts with periodic rebalancing, proper documentation, and the kind of reporting your accountant expects. Cost basis tracking and year-end tax packages included.
Institutional Crypto Custody
We place your digital assets with qualified custodians using cold storage, multi-signature controls, and insurance coverage. Get access to segregated accounts and retain legal ownership at all times.
Coordinated Financial Planning
Digital assets create tax events, complicate estate plans, and change your risk profile. We coordinate with your CPA and attorney to make sure the crypto piece fits into everything else. Tax timing, Roth strategies, estate planning, and a written investment policy that updates as life changes.
Our Mission: Help clients protect and build wealth with digital assets
We know digital assets and alternative investments well enough to build strategies that fit what each client actually needs, whether that's aggressive growth or something more conservative.
Our ServicesDigital Asset Expertise
Our partners have been in crypto for years and they build strategies based on experience.
Learn MoreBespoke Investment Solutions
Personalized strategies aligned with your goals and risk tolerance.
Learn MoreSecurity and Trust
We're committed to security, regulatory compliance and transparent communication.
Learn MoreDWS manages investments in crypto, blockchain-based assets, and other digital assets that most traditional firms won't touch. We build portfolios around each client's risk comfort and goals, with a focus on generating outsized returns in a space where most people are guessing.
DWS manages investments in crypto, blockchain-based assets, and other digital assets that most traditional firms won't touch. We build portfolios around each client's risk comfort and goals, with a focus on generating outsized returns in a space where most people are guessing.